Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Associate Vice President is responsible for supporting the organic growth of the organization. The successful candidate will be responsible for developing and maintaining relationships with our financial consultants and prospective clients, with the focus on driving sales momentum across the sales organization through seamless communication. The Associate Vice President plays a crucial role supporting our Senior Vice Presidents and will work in a client-focused, team-centered environment to support Referral Sales, Channel Sales and/or Direct Sales efforts. This role serves as a building block to Regional Vice President.
Key Responsibilities:
Schedule Meetings:
- Coordinate and schedule meetings with prospects, clients, and internal teams.
- Qualify and schedule Wealth Path and Custom Wealth referrals
- Ensure timely follow-ups and confirmations.
Follow Up with Prospects:
- Assist with lead generation and participate in Regional Sales Activities
- Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
- Provide timely responses to inquiries and requests.
- Work with prospects over Zoom, phone and/or in person
Manage the Pipeline:
- Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
- Track progress and identify opportunities for improvement.
Manage Meeting Notes and CRM:
- Take detailed meeting notes and update the CRM system with relevant information.
- Ensure all client interactions and updates are accurately recorded.
Aid Local Mercer Vice Presidents and Wealth Advisors:
- Plan case preparation
- Assist with planning and holding wholesale events in nearby centers
- Assist with wholesaling sales emails
Handle the Hand-Off to Onboarding:
- Coordinate the transition of new clients from the sales process to the onboarding team.
- Ensure a smooth and efficient hand-off to maintain client satisfaction.
Schedule Events:
- Plan and schedule events, including client meetings, webinars, and industry conferences.
- Manage event logistics and ensure successful execution.
Required Knowledge, Skills, and Abilities:
- Bachelor's degree in Business, Marketing, or a related field.
- At least 2 years of successful sales experience in the financial services industry
- Proven experience in a sales support business development role.
- Self-starter who thrives in a fast paced, high-volume sales environment
- Series 65 or Series 66 license or on track to achieve same unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
- CFP® (Certified Financial Planning) designation preferred.
- Comprehensive industry and investment management knowledge
- Experience using CRM systems (Salesforce preferred)
- Excellent communication, presentation, listening and analytical skills.
- Ability to work independently and as part of a team.
- Proven time management and organizational skills in high-volume, high-energy environments
- Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions.
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
- Flexibility to travel.
Work Schedule: Position will include daytime and evening hours.
Working Conditions: Professional or home office environment. Traveling, standing and sitting.
#LI-Remote
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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What We Do
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
